Solved

I read this help article, https://support.docusign.com/s/document-item?language=en_US&t=1756499814451&bundleId=izj1586134369853&topicId=xna1586134322115.html&_LANG=enus and it says at the bottom I should be able to create a text field for my signers in my Gen Template. Is this accurate? I do not have that option. Is there another way to add custom fields I want the signer to fill out on my Gen Template?  

Hello, I am working on a Docusign Webform connected to a template and I’ve run into an issue with field mapping. Specifically my Webform includes a “Phone Number Field” which is required under recipient connections (this is the phone number field type in webforms), but when I try to map it to a field on my template, it does not link. I believe this is because the phone number type field on the webform does not connect to a text field on a template. When I looked the template does not have a phone number validation field.  I have confirmed:the recipient roles match between the webform and template Other text and email fields map correctly between the webform and template The issue only occurs with the webforms “phone” type field. Could you confirm if the webforms “phone” fields are supported for mapping to template fields? If not, what is the recommended approach to solve this? If I replace the webform phone field with a text field, it will no longer map to my recipient connections unde

I don’t know what to do! I signed up for Docusign Standard Edition for an initial 5 seats via Techsoup for $100 in March of 2024. On the Techsoup site is says:Perpetual License This donation provides a perpetual subscription for up to five users. It does not expire or need to be renewed.  Then in January 2025 I signed up for Docusign Standard Edition, 5 Additional Users, and on Techsoup is says: DescriptionThis product is only for organizations that are requesting or have already received Docusign Standard Edition.This donation allows organizations to add up to five additional user licenses to their initial subscription. You can request this offer up to four times to obtain access for up to 25 users total. Then this March, my organization just received a bill for $3000 minus a discount for $1500 for the initial five users, but leaving $1500 for the additional five users. When I go to open a case, it says that my account is not eligible to open a case. How can I actually contact Docu

​We don't need the last signer anymore and want to eliminate the unnecessary emails for that person.

Hi everyone,I want to add multiple documents to one envelope. Each Document should only be signed once. Since all documents are duplicated from a template and I came up with the ideo of using a specific document propertie as signature anchor. But in my tests this did not work. (When I am using the same anchor in each document, each document has to be signed as often as documents are in the envelope)Has anyone an idea why this does not work or how it could work?Thank you all in advance.Best regardsJens

We host in-person meetings, and want the attendees of the meeting to sign the meeting document via a tablet that gets passed around.  We don’t know who the attendees/signers will be, or how many, but we want them to sign the document within our web application.  After a lot of experimentation with Docusign’s APIs, we’ve taken this approach:We create an envelope (POST to /restapi/v2/accounts/{accountId}/envelopes) with 100 allocated signers (the maximum allowed and hopefully more than will ever attend our meetings).  These are placeholder signers.  Our document also has 100 lines allocated for recording attendee information which feature anchor tags for recording the signature (\s1\, \s2\, etc.), anchor tags for the attendee’s name (\n1\, \n2\, etc.), and anchor tags for recording the attendee’s company (\c1\, \c2\, etc.)   As each attendee enters their information on the tablet, we call Docusign’s recipient-update API endpoint (PUT to /restapi/v2/accounts/{accountId}/envelopes/{envelop

 Hi DocuSign Community!I'm implementing embedded signing with Focused View/Click to Agree using the eSignature JavaScript SDK. I need to display the embedded document in a dialog/modal within my page.Question: Does Focused View provide any built-in dialog/modal component for displaying the embedded document (similar to Click API), or do I need to implement my own custom UI container where the document will be embedded?I've checked the documentation which covers styling the container div, but I want to confirm if there are any built-in presentation options before building a custom solution.Thanks! 

Dear [Support/DocuSign Team],I would like to confirm how the envelope usage works in our current DocuSign subscription.We have 2 user licenses with a total of 200 envelopes. I’d like to know if the envelope count resets monthly, or if the 200 envelopes are a fixed allocation that does not renew once used.For example, if we use up most of the envelopes within a month, will the envelope count reset back to 200 at the start of a new month?Looking forward to your clarification.

Need to enable the ‘set signing order’ which was disabled in error when i cliched ‘i am the only signer’. I have multiple signers and cannot proceed 

We have several clients whose IT security prevents Docusign emails from reaching them. They are either not technically adept, or not interested in telling their IT provider to whitelist Docusign. Is it possible for us to create a docusign envelope, and then send a link for that envelope from one of our company email addresses to our client?I tried to ask customer support about this, received an answer for a different question. Hopefully this forum will be a better place to ask technical questions.

Is it possible to add a recipient role just for review of documents (with no need to sign) before a 2nd recipient who needs to sign?If the reviewer does not agree with the document content he needs to be able to reject the envelope and the 2nd signer should not get the envelope for signature in that case.I looked at the Needs to view option but don’t see how you can reject if the reviewer does not agree with the document content. 

curl --location 'https://demo.docusign.net/restapi/v2.1/accounts/44a2f9ab-3470-4650-b2e6-ac8a4dfea066/envelopes/cf7b3774-9987-4833-a90f-2a66e0a1afbd/views/sender' \--header 'Authorization: Bearer eyJ0eXAiOiJNVCIsImFsZyI6IlJTMjU2Iiwia2lkIjoiNjgxODVmZjEtNGU1MS00Y2U5LWFmMWMtNjg5ODEyMjAzMzE3In0.AQoAAAABAAUABwAAOgdG_s_dSAgAAKLLpwbQ3UgCAEz2CsEDomdHhcUDVEctjgkVAAEAAAAYAAIAAAAFAAAAHQAAAA0AJAAAADZhZTY0YTNkLTRiMjEtNGM1OC04MzU1LTA1ZGU0NTU4NzgzYiIAJAAAADZhZTY0YTNkLTRiMjEtNGM1OC04MzU1LTA1ZGU0NTU4NzgzYhIAAQAAAAYAAABqd3RfYnIjACQAAAA2YWU2NGEzZC00YjIxLTRjNTgtODM1NS0wNWRlNDU1ODc4M2I.DLenJSax1U2_6ASAm9tYR1GCqQTVj37eDJHhSURCMfNKZ2CYLWn-X-NKTVIaYF-xTA51tZtHiSXqiQI-t171Aqk6GnqEEW4oLChLFotkEBoJUvPj3UvUu_87-PDp1meJJmqzYUiOVeF2iHZijdFEWU0apBRbAujitSNyU4R7SEWAZO8i9xUq70lf0heo9qnGs1qWdlRqn5R-rady1ufdrJxlH2vKAoTsPSYCXnvImYWRZyKx5c_kndFUdBMF_JpMZsObhgDXbRH5pBT0hGgxhN1rsaJBY-RdTT_vrYCs4DVux8rduk5cnoZbGBzqK04b_IMncNXKpqqG5GFZFYoXKA' \--header 'Content-Type: application/json' \--data '{  "returnUrl": "https://pms.imi

Hello,Like many, we received a notice about DocuSign migrating to Azure.  There is a mention if inbound connections/allow-lists from DocuSign.  Currently, we do not have any inbound connection rules on our firewall relating to DocuSign.  We are uncertain as to why there would even be incoming connections.  What would these connections be for?  Are we talking about email whitelists, perhaps?Thanks!

Hello everyone.I'm adding a textbox to a contract I'm trying to fill out and when i try to resize the text to fit along the according lines it doesn't let me. The selected text box only lets me move it around but does not let me resize it using the expanded arrows on the corners. its like the text box has a fixed size.Is there a fix to this?

Hello, I have a recurring charge for $121 on my CC but I do not see the bill in my account → Admin → Plan and billing. It says Freemium. I’ve also tried another login and it says the same. I need to cancel this charge. Please advise. Thank you.

I am trying to initiate a CLM Workflow from a Salesforce Flow. I am able to initiate the workflow from Flow, but am unable to figure out how to pass a recordId. I see that the Salesforce Flow Action “Start DocuSign CLM Workflow” which calls DFSLE__CLMWORKFLOWREQUEST expects a Salesforce recordId because it fails when I put a random string of text or a Docusign ID with the message “An Apex error occurred: System.StringException: Invalid id: cxxxxx” and succeeds when I populate the field with a valid SFID.I see that I am initiating a workflow in Docusign CLM as I get a record of the workflow’s execution.But I can not access the recordId in the workflow.I have tried creating variables with all sorts of name to see if they are populated, but none of them work. (recordId, Record_ID, SalesforceID, id, userId, accountId, contactID etc...)Does anyone know how I can access this record id from within SF?ThanksGretchen

Hello All:In the past few days I’ve noticed I do not always get an email notification when an envelope is signed/completed.I have been receiving the “viewed” notifications for every signer on every envelope, and I get most of the notifications for the “completed” envelopes. But not all of them.The most recent: I received both “viewed” notices (one for each signer) but did not received the “completed” notification - one of the signers (someone in my office, with the same email domain) forwarded me the notice to let me know it was complete.I have checked all my preferences/settings and ALL notifications are checked off. No changes have been made to any notifications. Any idea as to why this is happening and how to fix it? thanksmr1

Business logic requires information gathering from both applicant and coapplicant which has been configured on the docusign form. Similarly, applicant and coapplicant role has been created with ‘needs to sign’.Now the issue arises when we use the power form, the first person (say applicant) can start the application by filling out his/her name and email as they are marked mandatory. Coapplicant information (name and email) often times are missed as there is not a clear indication that the fields are required for applicant to fill in the same way they fill in the name and email section of the applicant portion. Is there a way to make the coapplicant detail fields required fields as applicants fields; inorder for applicant to initiate the form. 

I am looking for more documentation regarding the Finish Later Button experience. Is only one email sent out? Are there additional emails sent that contain the link? 

Is there a way to export the Logs records in the Agreements Actions page

Hi Team,I am using REST API to create envelope and get it signed by supplier. Once its signed, on top of that signed document we need to add CEO signature automatically. Is it possible in DocuSign. I see its not possible to add directly on my analysis. Can we use composite templates to get this done. Any thoughts would be appreciated.Thanks in advance.

We use DocuSign to manage agreements across approximately 70 customer organizations. For our tracking purposes, it's essential to capture the organization name that has signed the agreement, rather than the name of the individual signer.However, we've encountered a challenge: the notifications we receive and the reports we can generate from DocuSign do not include the organization name. It appears that this information is not being pulled from the signed agreement, even when it's entered there.Is there a clever way to be easily notified of the signing organization rather than the signer, or do I have to make sure that the contacts within the DocuSign platform have the organization name included somewhere?Thanks 

Text in a pdf document is changed by docusign while uploading as a template document.Why does this happen? How to fix? Many thanks for help!Thomas

Is there a way to query the status of an envelope?  I’d like to send out reports with the status of all uncompleted envelopes. Thanks

For three days, I have clicked the button for Promote to Production. I click through to my paid account, select the user there, and the system then says there will be a go live decision in 48 hours.24 hours later, I go back, and the Promote to Production.Looking to contact someone in Support fails, as the question mark only has the Support Center, and no option to contact support.How, exactly, do I go live if the automated system doesn’t work and there isn’t support to contact? Or do I need to rewrite my integration to use a service that actually works?